Leading Adviser Awards 2020

Acquisition International - Leading Adviser 2020 109 Acquisition Internatio al - Issu 1 2021 93 Sep20727 Planning the Perfect Retirement Investment Plan Since the firm’s foundation as a partnership seventy five years ago, JM Finn has strived to understand the need for stability when it comes to gaining trust from its clients. With only four senior partners prior to incorporation in 2006, stability was a key attribute when looking to develop the business and navigate the challenges that today’s investors encounter. Today, the firm has maintained that stability for itself and its clients, and has therefore been awarded the title of Leading Pension and Retirement Investment Planning Firm of the Year, United Kingdom. Discover more about JM Finn as we profile the firm and its work. ensions and retirement investment planning is a key part of life, when one chapter ends and another begins. Retirement can open up a wealth of opportunities for people to do as they please, as long as they have saved wisely and invested properly in the years leading up to retirement. A deeply personal new part of a person’s live, stability and trust are important when considering what to do with this newfound lease of life that retirement can afford. That personal approach is what JM Finn strives to deliver for its clients at every turn. Since its inception, JM Finn has always offered a high quality, professional, and personalised investment management service that aims to meet the needs and individual demands of today’s private and personal investors. What the personal approach has been designed to do is help guide the clients through the increasingly complex investment world. It does this by drawing on traditional client service values in a world where individual investment manager discretion is often replaced by a process-driven response. Planning for the future is a deeply personal investment journey, and clients need to know that they are getting a personal approach that will take into consideration their lifestyle, financial situation, and a wealth of other elements. Taking care of pensions and retirement investments is also a long-term investment decision, and clients need to know that they are in the hands of those who can think long-term. JM Finn has those hands. Many of the firm’s clients have a long-term horizon for where they want to be, and a generally conservative attitude towards investments. There are a great many investment goals that any one individual might want to achieve with their plans, whether it preserving capital for future generations, or providing an income for retirement, or just funding a dream journey. JM Finn can help with all of these goals, and so many more. As of July 2020, the firm has more than nine billion pounds of funds under management and administration on behalf of more than 18,500 client accounts, many of which are for families who have had investments overseen by JM Finn for several generations. As has already been mentioned, trust is absolutely key for investment. Clients need to know that their hard-earned money is in the right hands. JM Finn understands that, in order to engage with a discretionary portfolio manager, there needs to be a high level of trust. That is why the firm seeks to become a trusted adviser from the outset. In order to determine how the firm is doing from a standpoint of trust, it P regularly sends out surveys to discover trust levels. Time and again, these surveys confirm a high degree of trust and confidence in both the individual investment manager and JM Finn. Whatever the goal may be, the firm instils impartiality and accountability across every service and product provided, and these combine to provide the client with the level of trustworthy personal service they would expect from someone entrusted to look after their investments. Ultimately, JM Finn delivers success after success for its clients. Placing a huge emphasis on trust and confidence, the firm has been able to build up a reputation that is surely unmatched in the industry today. Having worked tirelessly to protect and grow client investments over multiple family generations, there can be no better pension and retirement management planning service available today. Company: JM Finn Contact: Oliver Tregoning Website: www.jmfinn.com Leading Law Enforcement Data Clea sing and Analysis Software Provider of the Year, United Kingdom